Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Hansen is an investment advisor representative associated with Osaic Wealth, Inc. Heidi has been in the securities industry since March 2020 and is registered with the state of Alaska. Heidi currently holds Series 7, 63, and 65 licenses. Heidi has prior experience at Woodbury Financial Services, Inc. and holds a Juris Doctor degree. Heidi is actively involved in the community, serving on the board of directors for Alaska Public Media and True North Federal Credit Union. Heidi is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AK
01/19/2024 - Present
Osaic Wealth, Inc. (JUNEAU AK)
AK
03/14/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANCHORAGE AK)
IA
Issued 09/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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